WisdomTree International Equity Fund
DWM
119 hedge funds and large institutions have $308M invested in WisdomTree International Equity Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 118 → 119 (+1)
2% less capital invested
Capital invested by funds: $313M → $308M (-$5.05M)
3% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 37
1.85% less ownership
Funds ownership: 52.12% → 50.28% (-1.8%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.15M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
| 4 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$1.41M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.03M |
Top Sellers
| 1 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$6.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.75M |
| 3 |
Jane Street
New York
|
-$3.56M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.43M |
| 5 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$2.17M |
DWM Hedge Fund Activity: Q2 2021 in Review
119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2021, worth a combined $308M — down 1.6% from $313M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWM positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $2.15M. The largest seller was NFP Retirement Inc, exiting entirely with an estimated $6.81M sold.
- 119 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2021, up from 118 in Q1 2021.
- Funds reported $308M of WisdomTree International Equity Fund stock for Q2 2021, down 1.6% quarter-over-quarter.
- 11 funds opened new WisdomTree International Equity Fund positions in Q2 2021 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2021 was Bank of America, an estimated $2.15M added.
- The largest WisdomTree International Equity Fund seller in Q2 2021 was NFP Retirement Inc, an estimated $6.81M sold.
Based on aggregated 13F filings for Q2 2021.